มีความสุขกับหุ้นปันผล by หมีส้ม
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ความรู้พื้นฐานเกี่ยวกับหุ้นปันผลTRANSCRIPT
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30 60 4 . .
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2518 100,000 100 11,300 324 32,400 2518 20% 5% 15% ..
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1 1 7
2 8 16
3 17 20
. 2542 ..
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22 2555
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1 ()
10 (2545) 20 (2555) 35 ...
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75% 5.5% 3% 19 75% ..
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3 100 ( . 100 5.9% )
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(BEX) ..
2540 9-15% 10% ( 1000 800-900 concept ) 1-2 1-3% 1,000
1,000 13% 10% Discount ( 1000 770 13%) 2540
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3,000,000 200,000
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800,000 3,000,000 ..
() discount 32,400 ( 100) 324 ( 1) 2551 79 14% 2551 79 2553 12.50 15.7% 32 12.50 20 324 3.8%
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( ) 20-30 5-10 () Discount 5-10 .. ..
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concept ..
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2554 17,000 27,000 50-60 2-3 ( 4.5 ) ( ) 2 2 50-60 27,000 23,000 50 3.72%
20% 5% 15%
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20%
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classic ..
20 garment 30 .. ( 2535) .. ..
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2551 79 14% 2551 79 2553 12.50 15.7% 32 12.50 20 324 3.8% ..
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2553 2 . 2553 15 . 10
2554 . 30
conservative
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(mind-set)
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100 3 () 3 20 180 80% 20 ()
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100 5 1 20 290 100 190 20 2.3 1 5 500 20 690 20 ..
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5 190 ( 20 ) 120
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10 1 8 ( )
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() 20-100% ..
5-10% ..
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3 5-10 20-80% ..
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8 (, )
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3 , () ..
100 .. 30 ..
10 10 100 30 3 30% 7 70% ...
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1 100 20 ( 2 ) 1 120 10 1 12 (120 / 10) ..
5 5 10 () 0.5 5% 15 (15 ) 5 115 11.5
2 2 23 ( 2.3 1 2 ) 115 20%
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138 13.8 ..
2 2 38 ..
3 20 13.8 2
30 * 20 60 1 30 * 0.5 1.5 2 30 61.5
20
138 .. 3 68 6.8 (68/10) 70 7 ( 2 138 - 68) 38 30 ..
20 ( 2) 5 ( 7 ) 50 (10*5) 50 70
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5 ( 10 ) 10 10 1 5 10 0.5 100 5 0.5 10 100 ..
7 0.7 ..
35 0.35 (35 /100 ) 70 105 30 5
3 0.7 0.35 50% 0.5 (5 ) 70% ()
5 0.05 7.1% 10% ....
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()
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9
(P/E ratio, P/BV ratio Divident yield)
3
(P/E ratio) (price) (earning per share) () 20 2 P/E ratio 10 40 8 P/E ratio 5 P/E ratio
(P/BV ration) (price) (book value) 5 2 P/BV 2.5 2.5 50 100 P/BV 0.5 P/BV P/BV P/BV P/BV subprime 2008
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P/BV ..
dividend yield () 100 5 100 5% (5/100 * 100) 50 10%
.. ..
5-10 5-10 ..
15% 30% ( 5% ) 10 20 dividend yield ..
P/E ratio, P/BV ratio Divident yield ..
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10 ( )
website (www.set.or.th)
3 45 60 20 3
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3
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, , concept
(asset) ()
(debt) ()
(equity) 500 450 50 450
(revenue and net profit)
concept (return on asset ratio ROA), (return on equity ratio ROE) (profit margin) (debt on equity ratio)
(return on asset ratio ROA) 5,000 20,000 25% (5000/20000 * 100) 100 25
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(return on equity ratio ROE) 5,000 20,000 8,000 12,000 (20000-8000) 41.7% (5000/12000 * 100) 100 41.7 10% 31.7% 10% P/BV 1 0.5 100 50 41.7 83.4% (41.7/0.5) 20% 1997 2008
(net profit margin) () 5,000 50,000 10% (5000/50000 * 100) 100 10
(debt on equity ratio) 8,000 12,000 67% (8000/12000 * 100) 100 67 900-2000% 1,500,000 () 1,450,000 50,000 2540 50-90%
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11 (asset on balance sheet)
website (balance sheet)
cash flow
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- 2,500 2,000 electronic
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- software
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12 (debt and equity on balance sheet)
(debt) (equity)
(debt)
- 12
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- 12
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12
(equity)
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- () 10 12 2
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- () 100 900 800
- 800 300 800 500
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13 (statement of income)
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- 5,000,000 5 1,000,000 1,000,000
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- BOI
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- 2551 147 40
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( ) refinance
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14 STOCK 1
() STOCK 1 STOCK 1 concept
Company Hilight .. website ..
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STOCK 1 Summary 1.36
website
23 .. 2554 6.00 01 .. 2554 - 30 .. 2554
18 .. 2554 5.5 01 .. 2553 - 31 .. 2553
10 .. 2553 4.75 01 .. 2553 - 30 .. 2553
30 .. 2553 4.50 01 .. 2552 - 31 .. 2552
07 .. 2552 4.00 01 .. 2552 - 30 .. 2552
1 () 6
2551 380,000 3 2554 530,000 2 9 150,000 ( ) 55,000 (150000/33*12 1 ) 14.4% () ROE (%) 14% 2552 22% 2554 .. ..
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10 2 20% 20 (P/BV 2 ) 10% 5 (P/BV 0.5 ) 40% ..
STOCK 1 2008 ( 2551 175 450 60-70% )
1.XX ()
( ) 3 146 185 ..
() 12-15%
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15 STOCK 2
STOCK 1 STOCK 2
STOCK 2 Summary STOCK 2 15,000 2,128 6.18
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...
3-4 .. ..
5 5.32 2551 2.62
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P/BV P/BV 2553 2554 2.30 1.31 ( 2554 2.30 P/BV 0.88 ) ..
STOCK 2 asset ( website )
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15,447.55 .. 500 3-4% 1,029
1,030 1,027 2,100 ..
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5,379 5,000 350 ..
3,500 1,320
STOCK 2 debt
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12 12,571 13,166 12 12,571 refinance 5,235 7-10% 350 - 500 1,780 3,435 STOCK 2 equity
1,092.30 812 1,753 ( 1 9 ) 448
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STOCK 2 profit
- 9 2554 7,370 7,141 234 ( 3
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)
6,977 ( ) 122 400 9 23
5,000 ..
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16
( )
website 30-40% 40-60% ..
website 1-2
...
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. 246-2 59-2
246-2 5% . 4.5% 0.6% 5.1% . 0.2% 4.9% 51015-20-25% 4% 56%
59-2 .
. website website . (www.sec.or.th)
?? .. 5% . ..
2 STOCK 1 STOCK 2 STOCK 1 60-70% STOCK 2 25% STOCK 1 STOCK 2 ..
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17
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SETHD SET High Divident 30 Index SETHD () 6 1 30 2555 30 ( P/BV %Divident yield 10 2555)
Sector Securities Name P/BV %DIV Agribusiness GFPT PUBLIC COMPANY LIMITED GFPT 2.4 2.75
Agribusiness SRI TRANG AGRO-INDUSTRY PUBLIC COMPANY LIMITED STA 1.49 5.81
Banking BANGKOK BANK PUBLIC COMPANY LIMITED BBL 1.34 3.06
Banking KIATNAKIN BANK PUBLIC COMPANY LIMITED KK 0.91 7.1
Banking THANACHART CAPITAL PUBLIC COMPANY LIMITED TCAP 0.94 4.4
Banking TISCO FINANCIAL GROUP PUBLIC COMPANY LIMITED TISCO 1.71 6.21
Construction Materials THE SIAM CEMENT PUBLIC COMPANY LIMITED SCC 3.17 3.49
Electronic Components HANA MICROELECTRONICS PUBLIC COMPANY LIMITED HANA 1.03 8.47
Energy & Utilities ELECTRICITY GENERATING PUBLIC COMPANY LIMITED EGCO 0.87 5.59
Energy & Utilities GLOW ENERGY PUBLIC COMPANY LIMITED GLOW 2.33 3.57
Energy & Utilities THE LANNA RESOURCES PUBLIC COMPANY LIMITED LANNA 2.80 3.93
Energy & Utilities PTT PUBLIC COMPANY LIMITED PTT 1.88 2.93
Energy & Utilities RATCHABURI ELECTRICITY GENERATING HOLDING PUBLIC CO.,LTD. RATCH 1.31 5.23
Energy & Utilities THAI TAP WATER SUPPLY PUBLIC COMPANY LIMITED TTW 2.20 7.41
Food and Beverage CHAROEN POKPHAND FOODS PUBLIC COMPANY LIMITED CPF 4.46 2.68 Information & Communication Technology TOTAL ACCESS COMMUNICATION PUBLIC COMPANY LIMITED DTAC
2.31 25.76
Information & Communication Technology SAMART CORPORATION PUBLIC COMPANY LIMITED SAMART
1.81 4.65
Information & Communication Technology SAMART TELCOMS PUBLIC COMPANY LIMITED SAMTEL
3.55 3.26
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Sector Securities Name P/BV %DIV Packaging A.J. PLAST PUBLIC COMPANY LIMITED AJ 1.93 4.76
Packaging POLYPLEX (THAILAND) PUBLIC COMPANY LIMITED PTL 1.72 11.28 Petrochemicals & Chemicals THAI PLASTIC AND CHEMICALS PUBLIC COMPANY LIMITED TPC
1.94 4.71
Property Development ASIAN PROPERTY DEVELOPMENT PUBLIC COMPANY LIMITED AP 1.45 2.82
Property Development L.P.N. DEVELOPMENT PUBLIC COMPANY LIMITED LPN 2.92 4.00
Property Development QUALITY HOUSES PUBLIC COMPANY LIMITED QH 1.03 7.55
Property Development SC ASSET CORPORATION PUBLIC COMPANY LIMITED SC 1.06 4.64
Property Development SUPALAI PUBLIC COMPANY LIMITED SPALI 2.31 4.29
Property Development STP&I PUBLIC COMPANY LIMITED STPI 3.60 11.28
Steel M.C.S.STEEL PUBLIC COMPANY LIMITED MCS 2.23 7.69
Transportation & Logistics BANGKOK EXPRESSWAY PUBLIC COMPANY LIMITED BECL 0.79 6.74
Transportation & Logistics PRECIOUS SHIPPING PUBLIC COMPANY LIMITED PSL 1.11 4.39
- 30% www.set.or.th
1. % SETHD ..
2. (ROE) ..
3. P/BV P/BV
4. website
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18
17 ()
P/BV ROE
5 ..
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Dollar cost average
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19
120 50
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.. 2540 4-5 subprime 2008 6-7 2008 800 380 2
10 7 5 3
(Technical) ..
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25 100 25 100 2008
25 100 2008 2009 25 100 ..
4 PTT, SCC, BBL EGCO
PTT 19-6-50 12-2-55
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SCC 19-6-50 12-2-55
BBL 19-6-50 12-2-55
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EGCO 19-6-50 12-2-55
SET 19-6-50 12-2-55
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25 100 ..
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20
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50%
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